SMSF Admin & Client Services Coordinator

BPT The Birdanco Practice Trust; Perth; On-site; AUD 55,000 - 65,000; Full time

Job summary

RSM Australia is seeking an Administration Assistant to support the SMSF Services team within our Business Advisory division. You’ll provide essential administrative support, collaborating with accountants, advisers, clients and external stakeholders to deliver high-quality service in a dynamic, client‑facing environment.

Ideal candidates have at least 12 months in administration or client service, strong attention to detail, excellent communication skills and proficiency in MS Office.

Qualifications

• At least 12 months' experience in an administration or client service role.
• Strong attention to detail and a high level of accuracy.
• Excellent organisational and time management skills.
• Professional written and verbal communication skills.
• Strong customer service focus and a positive attitude.

Responsibilities

• Compile and distribute SMSF financial report packages electronically and in hard copy format
• Manage incoming client enquiries and provide professional customer service
• Assist with client correspondence and documentation
• Prepare invoices and support billing processes
• Onboard new clients and establish records within internal systems
• Maintain accurate and up-to-date client files and documentation
• Liaise with the ATO, ASIC and other professional contacts
• Perform general administration duties, including data entry and document management
• Support the wider SMSF team with day-to-day operational activities

Skills

Attention to detail

Organizational skills

Time management

Written communication

Verbal communication

Customer service

MS Office

Teamwork

Tools

Outlook

Word

Excel

Job description

RSM Australia is seeking an Administration Assistant to support the SMSF Services team within our Business Advisory division. You’ll provide essential administrative support, collaborating with accountants, advisers, clients and external stakeholders to deliver high-quality service in a dynamic, client‑facing environment.

Ideal candidates have at least 12 months in administration or client service, strong attention to detail, excellent communication skills and proficiency in MS Office.